Author Archive
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Mar 22, 2024Liberal call it the "wealth effect". Conservatives call it "trickle down". A distinction without a difference? -
Mar 13, 2024Momentum outperforms every other factor -
Mar 6, 2024And don't forget the second one either -
Mar 5, 2024We need to think about large and important economic era beyond the business cycle to truly understand what may happen to international returns. There have been three great eras of... -
Feb 27, 2024Japan is a tech play. -
Feb 20, 2024"A great company is not necessarily a great stock." - An old investment maxim
